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Bondbloxx USD HY Bond Indus (XHYI)

CUSIP: 09789C606 | NYSE | 18 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
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Institutional Holders — Q1 2026

Adventist Health System Sunbelt Healthcare Corp256,800
0.3% of portfolio›$9.6M
JPMorgan Chase & Co34,798
0.0% of portfolio›$1.3M
Partners Wealth Management, LLC27,972
1.1% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.26,341
0.0% of portfolio›$985
Cetera Investment Advisers13,185
0.0% of portfolio›$493.1K
Concurrent Investment Advisors, LLC12,120
0.0% of portfolio›$453.3K
Flow Traders U.S. LLC8,384
0.0% of portfolio›$314
Berthel, Fisher & Company Financial Services, Inc.423
0.0% of portfolio›$15.8K
BFC Planning, Inc.423
0.0% of portfolio›$15.8K
Global Assets Advisory, LLC357
0.0% of portfolio›$39.2K
Morgan Stanley1
0.0% of portfolio›$59
StyleTurnoverLocationFiled
Adventist Health System Sunbelt Healthcare Corp
256,800$9.6M0.3%ETFLowAltamonte Springs, FL2026-05-14
JPMorgan Chase & Co
34,798$1.3M0.0%GrowthMediumNew York, NY2026-05-13
Partners Wealth Management, LLC
27,972$1.0M1.1%CoreLowCarmel By The Sea, CA2026-04-24
Cambridge Investment Research Advisors, Inc.
26,341$9850.0%ETFLowFairfield, IA2026-04-30
Cetera Investment Advisers
13,185$493.1K0.0%IndexVery LowSchaumburg, IL2026-05-13
Concurrent Investment Advisors, LLC
12,120$453.3K0.0%CoreMediumTampa, FL2026-04-21
Flow Traders U.S. LLC
8,384$3140.0%ETFVery HighNew York, NY2026-05-15
Berthel, Fisher & Company Financial Services, Inc.
423$15.8K0.0%N/AN/ACedar Rapids, IA2026-10-30
BFC Planning, Inc.
423$15.8K0.0%N/AN/ACedar Rapids, IA2026-10-29
Global Assets Advisory, LLC
357$39.2K0.0%GrowthHighOrlando, FL2026-05-01
Morgan Stanley
1$590.0%CoreLowNew York, NY2026-05-15